The AI Pivot Is Getting Real for Miners

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Nearly every publicly traded Bitcoin miner has announced some version of the same plan: redirect some of the power toward AI and HPC. The logic is hard to argue with.

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Boiling Frog Nation

The kettle is simmering. The frog is growing restless...

What's The Likelihood Of A NATO-Russian Clash Around 2030?

If Russia continues fighting this “war of attrition” for years to come instead of decisively ending it soon, then it’ll be more vulnerable than ever to the “cordon sanitaire’s” invasion threats around 2030, thus compelling it to either capitulate or resort to nuclear weapons in self-defense...

The End Of The MAG7 Trade?

The MAG7 isn't one trade anymore. Some charts are breaking. Some are holding. Some haven't gone anywhere for a year.
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Exxon Wins Big As Supreme Court Revives Cuba Seizure Case

A US commission in 1969 valued Standard Oil’s losses at nearly $72 million. With interest and Exxon’s request for treble damages, the total exposure could reach into the hundreds of millions.